Axis Wealth Partners’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-2,800	Closed	-$296K	–	151
2025 Q1	$296K	Sell	2,800 -4	-0.1%	-$422	0.22%	112
2024 Q4	$296K	Buy	+2,804	New	+$296K	0.25%	105